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AVPEX vs FSWFX
AVPEX vs FSWFX Comparison
Open Charts AVPEX vs FSWFX
ALPS Global Opportunity Portfolio Cl III
Price$13.76
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets21.69M
American Funds SMALLCAP World 529-F-2
Price$75.08
Change+$0.72 (+0.97%)
VolumeN/A
Net Assets81.4B
AVPEX vs FSWFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 81.4B vs. AVPEX (21.7M). AVPEX pays higher dividends than FSWFX: AVPEX (8.45) vs FSWFX (0.82). AVPEX was incepted earlier than FSWFX: AVPEX (11 years) vs FSWFX (5 years). AVPEX (2.64) is less costly to investors than FSWFX (0.76). FSWFX (32.00) and AVPEX (31.00) have comparable annual turnover. AVPEX has a lower initial minimum investment than FSWFX: AVPEX (0) vs FSWFX (250). FSWFX annual gain was more profitable for investors over the last year : 12.63 vs. AVPEX (8.94).
| AVPEX | FSWFX | AVPEX / FSWFX | |
| Total Expense Ratio | 2.38 | 0.76 | 313% |
| Annual Report Gross Expense Ratio | 2.64 | 0.76 | 347% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 3.464 | 11.898 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 81.4B | 0% |
| Annual Yield % from dividends | 8.45 | 0.82 | 1,026% |
| Returns for 1 year | 8.94 | 12.63 | 71% |
| Returns for 3 years | 39.56 | 37.97 | 104% |
| Returns for 5 years | 44.63 | N/A | - |
| Returns for 10 years | 106.31 | N/A | - |
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